Global TradFi & Macroeconomics

Hyundai Motor-themed exchange-traded funds (ETFs) recorded double-digit losses during the recent 1-month period from June 22 to July 21, according to ETF CHECK data released on July 21. The decline was triggered by Hyundai Motor's stock price falling below 400,000 won for the first time in

According to Seoul Economic Daily analysis of 25,000 high-net-worth investors, wealthy individuals in South Korea aggressively purchased Samsung Electronics and SK Hynix single-stock leveraged ETFs from May 27 to July 10. The investors bought a combined 434.8 billion won worth of these products,

According to ETF CHECK, Hyundai Motor-themed exchange-traded funds launched earlier this year recorded sharp declines over the past month (June 22–July 21). ACE K Humanoid Robot Industry TOP2+ fell 31.22%, RISE Hyundai Motor Fixed Physical AI dropped 30.08%, and KODEX Hyundai Motor Robotics Value

According to Maeil Business Newspaper, Kiwoom Asset Management will launch the world's first dedicated CPU-focused ETF, KIWOOM CPU Semiconductor TOP4+, on July 28, followed by Samsung Asset Management's KODEX CPU Semiconductor TOP10 in August. KB Asset Management and Korea Investment Trust are

The ZEW Economic Sentiment Index for the eurozone rose to -37.7 in July from -43.4 the previous month, according to the ZEW Institute survey.

Korean stocks rebounded sharply after a three-day decline, with the KOSPI index rising 3.56% to close at 6747.95. Samsung Electronics surged 6.15% to 259,000 won and SK Hynix climbed 4.08% to 1,836,000 won, driven by foreign investor buying of 308.6 billion won amid leverage liquidation. The

Germany's ZEW Economic Sentiment Index came in at -77.6 in July, better than the -77.8 forecast and up from -81 in June, signaling an improvement in economic expectations despite continued weakness.

The ZEW Economic Sentiment Index for the eurozone rose to 23.4 in July, up from 9.5 in the previous month, marking a significant improvement in economic confidence.

Germany's ZEW Economic Sentiment Index rose to 26.3 in July, significantly exceeding the forecast of 17.5 and up from 10.5 in the previous month, according to the ZEW Centre for European Economic Research.

Germany's ZEW Current Situation Index rose to -77.6 in July from -81 in the previous month, according to the ZEW economic research institute. The 3.4-point improvement signals a modest stabilization in current economic

Global credit rating agency Standard & Poor's (S&P) upgraded Samsung Electronics' credit rating outlook from 'stable' to 'positive' on the 21st. S&P cited the structural growth of the artificial intelligence (AI) industry and the potential for enhanced earnings stability through long-term supply

According to ChainCatcher, Capital Group increased its Metaplanet stake to 136 million shares today, valued at $203.2 million, becoming the company's largest shareholder. Capital Group now holds 10.63% voting power in Metaplanet.

According to S&P, on July 21, Samsung Electronics' credit rating outlook was upgraded from stable to positive, supported by structural AI industry growth and long-term supply contracts (LTA). The company's long-term issuer and senior unsecured bond ratings remain at AA-, while short-term rating

Securities firms in South Korea issued corporate bonds this month as the broader corporate bond market remained largely frozen, with only 7 companies issuing bonds compared to 25 companies that submitted securities reports for issuance a year ago. The securities firms' bond issuance is driven by

According to Korean Economic TV, South Korean securities firms have sharply increased corporate bond issuance in July 2026 to cover margin deposits required by their role as liquidity providers for single-stock 2x leveraged ETFs tracking Samsung Electronics and SK Hynix. Kiowoon Securities

U.S. stock futures gained ground early Tuesday as semiconductor and AI infrastructure stocks rallied, offsetting escalating Middle East tensions. As of 4:00 a.m. ET, Nasdaq futures rose 1.1%, S&P 500 futures climbed 0.4%, and Russell 2000 futures advanced 0.7%, following Monday's

According to Citigroup, on July 21, the global investment bank downgraded its rating on South Korean equities from 'overweight' to 'neutral' and upgraded Chinese equities from 'neutral' to 'overweight' in its emerging markets asset allocation report. Citigroup strategist David Grohman cited low glob

According to Morgan Stanley and JPMorgan, memory chip stocks including Samsung Electronics and SK Hynix represent a buy opportunity as of July 20, with both stocks down 30-40% from 52-week highs. Morgan Stanley analyst Joseph Moore noted on July 20 that data center procurement teams confirmed memory

According to Korea Exchange, South Korea's KOSPI index rose 3.56% to close at 6747.95 on July 21, recovering above the 6700 level. The market surge followed President Lee Jae-myung's statement earlier that day calling for swift measures to address single-stock leverage